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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-01 |
Branch Locations
1610 Arden Way, Sacramento, CA 95815 • United States
555 California St 34Th, 36Th & 46Th Floors, San Francisco, CA 94104 • United States
3001 Douglas Boulevard Suite 160, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roseville | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 11/2016 | Present |
| Ubs Financial Services Inc | Roseville | CA | 06/2021 | Present |
1) SACRAMENTO CAPITOL A'S/P O Box 1416, Carmichael, CA/ NOT INV RELATED, CARMICHAEL, CA/ Treasurer - collect dues and issue checks for reimbursement /START date: 1/1/2019 2) The Danzig Living Trust dated July 2, 1991, Restated September 28, 2017/ investment related?:yes / Roseville, CA, 95747 US/I am listed as the successor trustee. I don't have any duties at this time./ start date: 8/25/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-17 |
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